CRM Tools and Resource

CRM Advance: Navigation
CRM Advance: Views

CRM Advance: Prospect Overview
CRM Advance: Entering an Activity
CRM Advance: Entering a Proposal
CRM Advance: Proposal Pipeline Report

CRM Advance: Advanced Find
CRM Advance: Donors to a Designation
CRM Advance: Geo-region

Excel Training Videos

March 2022 — Prospect Management and Research: Activity Reports Update

Audience

• CRM Users entering Activity Reports
• Development Officers receiving credit for Activity Reports

What Needed Changing?

• A two-step process was previously required (1. Enter Activity report and Save 2. Add Activity Participation)
  
  

The change

• Step 1 is the same (fill out the required fields). The previous 2nd step is now automatically added. The “owner” (upper right corner) is automatically added to the “Activity Participation” box upon saving via the 1st step.